The Service Provider can create new Administrators and update existing ones on the Claritum system. An Administrator is a Service Provider employee who uses the Claritum system to manage Customer Projects.
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From the main menu, select Administrators.
Expand title The Administrators page displays - Click the New Administrator button.
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On the Details page, complete the required fields and click Save.
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Field | Description |
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Team | A Service Provider can create 'teams' of Claritum system Administrators within their organisation. A 'team' is comprised of Administrators who can view and work on Projects assigned to other Administrators within the same 'team'. A 'team' is created by assigning the same Team name to two or more Administrators in the Details page form shown above. |
Currency | The Service Provider can choose the currency they want to be used on the system for each Administrator. |
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Permissions
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This is where you can configure the various Administrator functions (what the Administrator can and can't do in the system). Click the checkbox to select / deselect the function and click the Save button.
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